Saturday, January 26, 2013

Today’s articles on technology stocks

Editors' Picks

Frustrating F5 Networks Zigs And Zags Again by Stephen Simpson

Mellanox: Growth Has Vanished, Trust Is Lost, And Premium Multiple Should Soon Evaporate by Kerrisdale Capital Management

Application Software

Frustrating F5 Networks Zigs And Zags Again by Stephen Simpson

3D Systems - Expectation And Reality Soon To Meet by Derek Blain

Business Software & Services

Cognizant - Why This Technology Multi-Bagger Is Being Ignored by Sneha Shah

Communication Equipment

How Many Lumia Phones Does Nokia Need To Sell? by Mathias Holmstrøm

Data Storage Devices

EMC's Earnings Will Get A Boost From VMWare Growth, Lenovo Tie-Up by Trefis

Seagate Technology: This Buyout Bust Still Made Investors Rich by Marshall Hargrave

Diversified Communication Services

RIMM Uses Lenovo Hype To Prevent Rollover by Dana Blankenhorn

RIM: Thorsten Heins Makes Sure Nothing Is Lost In The Translation by Maltzberger

Diversified Electronics

Why Is Unipixel Falling? by Richard Pearson

Internet Information Providers

Google's Cost Per Click Improvement Drives Stock Higher by Casey Hoerth

5 Myths Distorting Zynga's Supergeneric Potential by Modernist

Travelzoo Earnings Reaction Not Justified by Felix Pinhasov

Yahoo CEO Marissa Mayer To Bring Company Back To Its Roots: 'It's The Web Ordered For You' by TechCrunch

How Much Are Zynga's Users Worth Compared To Facebook And LinkedIn? by Justin Giles

Internet Software & Services

Making Sense Of J2′s Ziff Davis Acquisition by The 451 Group: Inorganic Growth

Multimedia & Graphics Software

Vringo: The Calm Before The Storm by EXPstocktrader

3 Reasons Why Shorting Vringo Right Now Is A Bad Idea by Adam Gill

Networking & Communication Devices

Cisco To AT&T: Thank You For Intucell by Maani Value Guru

Cisco Leaves The Consumer Networking Market After Selling Linksys Brand To Belkin by TechCrunch

Personal Computers

I'd Pay $400 For 'This Apple' by Stephen Faulkner

Apple's New Pet: The Black Swan by Count Bitcoin

Don't Believe The Hype: Apple's Growth Story Is Not Over by AquaResearch

Apple: The Absurdity Of Market Expectations by Josh Arnold

Semiconductor - Broad Line

Intel: Just How Much Capacity Do They Have? by Russ Fischer

Mellanox: Growth Has Vanished, Trust Is Lost, And Premium Multiple Should Soon Evaporate by Kerrisdale Capital Management

Semiconductor - Integrated Circuits

Microsemi Gets A Pass On A Tough Quarter And Lousy Guidance by Stephen Simpson

Broadcom's Industry-Leading Technology And Multiple Growth Opportunities Make It A Compelling Buy by Ryan Brooks

Broadcom's Prospects Look Bright Heading Into Earnings by Trefis

Semiconductor - Specialized

Cirrus Logic: Riding The Gravy Train by Amod Saul

Semiconductor Equipment & Materials

InvenSense Finally Turning The Corner by Stone Fox Capital

Semiconductor - Memory Chips

SanDisk's Results Show That It Is Poised for Growth by Trefis

Technical & System Software

VMware Will Ride The Cloud Computing Market Wave In Q4 by Trefis

VMware Signaling A Potential Breakout On 4Q 2012 Earnings by Selerity Research

Telecom Services - Domestic

Lookout Smartphone Market, The Chinese Are Coming by D. Mero

AT&T: Not Just For Pensions And Widows by Maltzberger

Others

As Social Media Competition Heats Up, Facebook Displays Palpable Aggression by Vlad Deshkovich

No Apple And That's Good For PowerShares Nasdaq ETF by Benzinga

Samsung Dominated Apple And Nokia With A Record 213 Million Smartphones Shipped In 2012 by TechCrunch


Why are you receiving this? You subscribed to SA Tech Stock Report at Seeking Alpha.
Unsubscribe from this email or manage all your Seeking Alpha email choices here.

To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.

Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001

No comments:

Post a Comment